Financial Assistant (Public) jobs in Charlotte, NC

Roles Summary/Purpose: 

• Provide comprehensive administrative and logistical support to the SVP Home & Auto Commercial & Integration Leader 

• Independently handle administrative duties support and Uptown Charlotte site support 

• Ensure the Leaders’ schedules progress smoothly, commitments and deadlines are met and all meetings, reviews and conferences are organized effectively. 

Essential Responsibilities: 

• Proactively support the SVP Home & Auto Commercial & Integration Leader and team by independently handling all assigned duties, taking direction from and balancing needs of staff members. 

• Maintain and coordinate calendars, schedule appointments and meetings, arrange travel schedules and itineraries. 

• Responsible for ensuring the office is well maintained by engaging facilities, equipment and supplies, coordinating repairs and maintenance services 

• Coordinate overall office operations, scheduling meetings, handling correspondence, and on-site point person 

• Facilitate and coordinate communication within the office, bother internally amongst employees and externally with clients, vendors and stakeholders 

• Support with the onboarding of new employees, visitors, and day to day office operations (might not need this one) 

• Process and reconcile Travel & Living expense accounts. 

• Coordinate Business Events (i.e. onsite meetings, connection days for employees, conferences, business dinners, client meetings, offsite meetings, etc.); handle all logistical details including participant travel, meal/menu organization 

• Support in generating and finalizing the format of all PowerPoint presentations, as requested  

• Develop work product leveraging Microsoft Excel/Word, type letters, memos, charts, reports, proposals, contracts, agreements or other types of correspondence and maintain records of all documents. 

• Create time for the Leader to focus on other priorities by leveraging effective scheduling techniques and anticipating key events in the company calendar/operating rhythm. 

• Organize & document Team meetings. Produce agendas and all relevant documentation prior to meetings. 

• Communicate information/actions to meeting participants. 

Qualifications/Requirements: 

• High School Diploma or GED. 

• Minimum of 3 years Executive level secretarial/administrative experience. Requires professional experience in working with senior level executives within and outside the company as well as with clients, vendors, visitors, and other dignitaries 

• Minimum of 2 years’ experience preparing PowerPoint presentations with varying levels of complexity, and advanced usage of Microsoft Office 

• Minimum of 2 years’ experience of utilizing advanced meeting tools, such as Teams,  multi person/multi-site Video Conferencing, Collaboration tools (e.g. Share Point), etc. 

Desired Characteristics: 

• Excellent written and verbal communication skills. 

• Demonstrated exceptional organizational skills 

• Demonstrated efficiency at prioritizing high volume of assignments 

• Exceptional follow-up and follow through skills 

• Detail-oriented and proven organizational skills 

• Ability to multitask, work well under pressure and prioritize responsibilities required 

• Bachelor's degree from an accredited college/university or equivalent work experience 

• preferred 

• Experience working in a non-structured, fast-paced, challenging and ever-changing work environment 

• Strong interpersonal skills; able to interact with all levels of the organization